Alex Pehar, CPFA®, CRPS®

Vice President Wealth Management Advisor Relationship Management

Alex Pehar is a Client Associate at Optima Capital Management, where he drives the implementation of technology-based solutions across administrative, marketing, and operational functions. His work enhances both internal efficiency and client service, ensuring a seamless, modern experience for all stakeholders.

Since joining Optima in 2022, Alex has consistently exceeded expectations by supporting advisors, refining client engagement strategies, and leading key initiatives in digital marketing, website development, and internal operations.

Alex holds a Bachelor of Science in Finance from the W. P. Carey School of Business at Arizona State University. He has earned both the Chartered Retirement Plan Specialist (CRPS®) and Certified Plan Fiduciary Advisor (CPFA®) designations, reflecting his deep expertise in retirement planning and commitment to fiduciary excellence.

A proud member of Theta Chi Fraternity, Alex earned the distinguished Resolute Man honor, recognizing leadership, integrity, and personal growth. Originally from Chicago and now based in Tempe, Arizona, he brings the same values to his work every day—striving to exceed client expectations and uphold the highest ethical standards in financial services.